Peerbound x Clari Copilot Integration Instructions

Last updated: July 14, 2025

This guide is for Clari Copilot admins who are connecting Peerbound to their company’s Clari Copilot account.

Step-by-Step Instructions

1. Open the Integrations Page in Peerbound

In the Peerbound app, navigate to the Integrations page.

2. Enable the Clari Copilot Integration

Click the + Enable button next to the Clari Copilot integration.
You will be prompted to enter your Clari Copilot API Key and API Password.

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3. Retrieve Your API Credentials from Clari Copilot

To obtain your API Key and Password:

  • Log in to your Clari Copilot console

  • Go to:

    • Workspace Settings → Integrations → Clari Copilot API

  • Copy the API Key and API Password

4. Connect to Clari Copilot

Paste the API Key and Password into the corresponding fields in Peerbound and click Connect to Clari Copilot.

5. Integration Complete

Once connected, Peerbound will begin syncing your Clari Copilot data and identifying valuable customer proof. No further action is required.

Support

If you run into any issues, please reach out to us at support@peerbound.com or message us in Slack.

  • To help us troubleshoot faster, include screenshots of any errors or unexpected behavior.